Client Success Manager

Apply your SaaS Client Success skills in the accounting and finance industry to an AI driven start-up in LegalTech!

• Build the customer success function and grow with a startup - endless career opportunities
• Backing of a large global group of companies in LegalTech

• Flexible, hybrid Sydney based role - 2 days a week in the office

About CORTO

We are CORTO, a cutting-edge software company dedicated to revolutionising the legal industry. Our mission is to empower legal practitioners with AI-driven solutions that streamline their workflow, boost productivity, and provide more efficient client service.

Our team of AI experts and engineers collaborate to develop intelligent software tailored to the unique needs of lawyers, paralegals, and legal assistants.

Our innovative AI solutions automate routine tasks, simplify document management, and enhance decision-making, allowing legal professionals to focus on what they do best—providing expert legal counsel.

We’re rapidly scaling from 80 to 150+ employees, with a highly technical workforce where around 90% of the team are developers and engineers. Working alongside our Sydney-based team of passionate high achievers, you’ll join a fast-growing technology business where things rarely stay the same for long - and if you’re smart, caring, and ambitious, you’ll be in great company. 

What you'll do

You'll play a hands-on role in helping law firms successfully adopt CORTO's software, helping build out a smooth sailing client success function at the same time. You’ll guide customers through setup, training, adoption and ongoing use – helping accounts teams, practice managers and legal professionals build confidence with new technology that improves accuracy, reduces manual work and creates more efficient financial workflows. Partnering closely with sales, product and support teams, you'll own a portfolio of law firm customers with a focus on driving adoption, retention and expansion outcomes.

To make this happen you will

• Own onboarding outcomes, adoption metrics and renewal health across your portfolio of customer firms
• Onboard new customers and guide them through setup, training and early adoption
• Build strong relationships with law firm accounts teams, practice managers, lawyers and key users
• Help customers understand how to use CORTO’s software in a practical, day-to-day way
• Support customers with workflows relating to matters, billing, invoicing, payments, reconciliations and accounts processes
• Use your understanding of law firm finance operations to help customers improve efficiency, accuracy and confidence
• Monitor customer health, adoption, engagement and satisfaction
• Identify risks early and work proactively to improve customer outcomes
• Run training sessions, check-ins, product walkthroughs and customer enablement activities
• Work with sales, product, marketing and support teams to improve the customer experience
• Capture customer feedback and translate it into useful insights for product and leadership teams
• Maintain accurate customer records, success plans, notes and activity updates in CRM or customer success tools

What you’ll bring

• 3+ years' experience in client success or account management, with exposure to bookkeeping, accounting or legal billing workflows
• Clear communication skills and the ability to explain processes in a calm, practical and helpful way
• Strong problem-solving skills and the ability to guide customers through unfamiliar workflows
• Confidence learning new software and helping others become comfortable using it

You are the type of person who

• Builds trust quickly with customers and internal teams
• Communicates clearly, patiently and with confidence
• Enjoys helping people solve practical business problems
• Takes pride in accuracy, process and follow-through
• Is highly organised and disciplined with notes, customer records and next steps
• Can balance detail-oriented financial knowledge with a warm, customer-first approach
• Is curious about technology, professional services and how AI can improve the way law firms work

CORTO is an inclusive, people-first company committed to breaking down institutional barriers that keep people from reaching their potential. If you meet some, but not all the requirements above, we encourage you to still submit your application.

Why join CORTO?

• Your work matters. We solve real world problems that improve and support local, everyday law firms. So they can do their best work for the people in the communities they serve.
• Make an impact.You won’t be another ‘cog in the wheel’ here. We give full trust and autonomy for you to be heard, to work on big & complex projects – and to make a real difference.
• Work with a group of authentic, passionate peoplewho love what they do.
• Well-funded and global.CORTO is part of ATI Global – one of the largest international LegalTech companies.
• Flexible and hybrid working.We engage, share, and collaborate on ideas and workflows.
• Career and learning opportunities -we move fast and need smart people to get us where we're going. We are a scaling business and looking for people who want to grow with us.
• Have fun with us. Celebrations. Socials. Sports teams. Access to sailing and yacht events.
• We value your well-being with additional time off, gym membership and other perks.
• Fast-paced tech environment, if we don't disrupt ourselves someone else will do it!
• Access to LEAP Home - a program unique to the ATI Group to support you in buying your primary residence.